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CIK: 0001904274
Total reported value
$4.2B
$4.2B
642 檔
10.2%
As reported in its official Q2 2024 Form 13F filing, Wedmont Private Capital's tracked investment portfolio stood at $4.2B with 642 total positions.
During Q2 2024, Wedmont Private Capital's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 642 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.56% | -0.54% | +11.79% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.23% | -0.43% | +10.16% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.29% | +0.22% | +5.87% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.27% | -0.35% | +7.05% | |
| 5 | VTC | Vanguard Total Corporate Bnd | ETF-Corp Bonds | 3.52% | -0.59% | +12.57% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.04% | -0.20% | +13.52% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.03% | -0.41% | -0.77% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.15% | +5.36% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.89% | -1.96% | +18.39% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | +0.57% | +966.01% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | +0.76% | +6.66% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.08% | -0.05% | +7.63% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.12% | +9.20% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.43% | +1.58% | +4.69% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.26% | -0.09% | +11.07% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | +0.30% | +17.69% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.05% | -0.11% | +7.76% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.12% | +0.74% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.82% | -0.03% | +7.34% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.10% | +11.28% | |
| 21 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.81% | -0.08% | +0.71% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.79% | -0.12% | +19.38% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.01% | +4.95% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.05% | +9.61% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.03% | +328.09% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +0.03% | +6.24% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.05% | +17.77% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.01% | +3.99% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.04% | +16.28% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.58% | — | +198.51% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | -0.06% | +5.92% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.56% | -0.06% | +10.04% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.08% | +19.02% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.53% | -0.03% | +0.06% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | -0.28% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.05% | +1081.71% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.03% | -9.93% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.04% | +9.53% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.41% | -0.05% | +11.02% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.28% | EXIT | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.38% | -0.04% | +1.17% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | +0.02% | +9.47% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.36% | -0.05% | +18.01% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | -0.02% | +78.28% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | -0.02% | +26.37% | |
| 46 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.32% | -0.12% | +45.14% | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.31% | -0.03% | +11.58% | |
| 48 | AVDE | Avantis International Equity | ETF-Other | 0.28% | -0.02% | +0.54% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.28% | -0.03% | +0.11% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.06% | +13.94% |
According to official SEC Form 13F filings, Wedmont Private Capital reported a total U.S. public equity portfolio value of $4.2B across 642 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, VTI) accounted for 10.2% of total reported equity market value during Q2 2024.
During Q2 2024, Wedmont Private Capital's top holdings by market value included VEA (9.6%)、VWO (5.2%)、VTI (4.3%). The largest single position, VEA, represented 9.6% of total portfolio value.
In Q2 2024, Wedmont Private Capital made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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